WAM
Winslow Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Sell |
65,874
-303
| -0.5% | -$87.8K | 3.85% | 6 |
|
|
2025
Q1 | $16.2M | Sell |
66,177
-3,570
| -5% | -$876K | 3.58% | 6 |
|
|
2024
Q4 | $16.7M | Sell |
69,747
-2,897
| -4% | -$694K | 3.33% | 8 |
|
|
2024
Q3 | $15.3M | Sell |
72,644
-498
| -0.7% | -$105K | 2.83% | 10 |
|
|
2024
Q2 | $14.8M | Sell |
73,142
-4,136
| -5% | -$837K | 2.91% | 9 |
|
|
2024
Q1 | $15.5M | Sell |
77,278
-509
| -0.7% | -$102K | 2.91% | 11 |
|
|
2023
Q4 | $13.2M | Buy |
77,787
+728
| +0.9% | +$124K | 2.69% | 10 |
|
|
2023
Q3 | $11.2M | Sell |
77,059
-1,398
| -2% | -$203K | 2.59% | 10 |
|
|
2023
Q2 | $11.4M | Sell |
78,457
-514
| -0.7% | -$74.8K | 2.46% | 12 |
|
|
2023
Q1 | $10.3M | Sell |
78,971
-569
| -0.7% | -$74.1K | 2.4% | 12 |
|
|
2022
Q4 | $10.7M | Sell |
79,540
-553
| -0.7% | -$74.2K | 2.52% | 12 |
|
|
2022
Q3 | $8.37M | Sell |
80,093
-396
| -0.5% | -$41.4K | 2.18% | 15 |
|
|
2022
Q2 | $9.06M | Buy |
80,489
+546
| +0.7% | +$61.5K | 2.19% | 15 |
|
|
2022
Q1 | $10.9M | Sell |
79,943
-838
| -1% | -$114K | 2.15% | 14 |
|
|
2021
Q4 | $12.8M | Buy |
80,781
+147
| +0.2% | +$23.3K | 2.26% | 16 |
|
|
2021
Q3 | $13.2M | Sell |
80,634
-694
| -0.9% | -$114K | 2.55% | 12 |
|
|
2021
Q2 | $12.7M | Sell |
81,328
-110
| -0.1% | -$17.1K | 2.36% | 12 |
|
|
2021
Q1 | $12.4M | Sell |
81,438
-112
| -0.1% | -$17K | 2.51% | 11 |
|
|
2020
Q4 | $10.4M | Sell |
81,550
-1,409
| -2% | -$179K | 2.19% | 14 |
|
|
2020
Q3 | $7.99M | Sell |
82,959
-2,158
| -3% | -$208K | 2.04% | 17 |
|
|
2020
Q2 | $8.01M | Sell |
85,117
-750
| -0.9% | -$70.5K | 2.16% | 18 |
|
|
2020
Q1 | $7.73M | Sell |
85,867
-272
| -0.3% | -$24.5K | 2.54% | 14 |
|
|
2019
Q4 | $12M | Sell |
86,139
-353
| -0.4% | -$49.2K | 2.74% | 10 |
|
|
2019
Q3 | $10.2M | Sell |
86,492
-14,987
| -15% | -$1.76M | 2.54% | 11 |
|
|
2019
Q2 | $11.3M | Sell |
101,479
-8,125
| -7% | -$908K | 2.52% | 11 |
|
|
2019
Q1 | $11.1M | Sell |
109,604
-2,490
| -2% | -$252K | 2.33% | 12 |
|
|
2018
Q4 | $10.9M | Sell |
112,094
-472
| -0.4% | -$46.1K | 2.55% | 9 |
|
|
2018
Q3 | $12.7M | Sell |
112,566
-1,088
| -1% | -$123K | 2.31% | 8 |
|
|
2018
Q2 | $11.8M | Buy |
113,654
+461
| +0.4% | +$48K | 2.2% | 12 |
|
|
2018
Q1 | $12.4M | Sell |
113,193
-1,315
| -1% | -$145K | 2.39% | 11 |
|
|
2017
Q4 | $12.2M | Buy |
114,508
+245
| +0.2% | +$26.2K | 2.25% | 12 |
|
|
2017
Q3 | $10.9M | Sell |
114,263
-542
| -0.5% | -$51.8K | 2.11% | 13 |
|
|
2017
Q2 | $10.5M | Sell |
114,805
-1,346
| -1% | -$123K | 2.13% | 12 |
|
|
2017
Q1 | $10.2M | Sell |
116,151
-3,010
| -3% | -$264K | 2.09% | 12 |
|
|
2016
Q4 | $10.3M | Sell |
119,161
-53
| -0% | -$4.57K | 2.16% | 13 |
|
|
2016
Q3 | $7.94M | Sell |
119,214
-1,466
| -1% | -$97.6K | 1.75% | 25 |
|
|
2016
Q2 | $7.5M | Sell |
120,680
-3,864
| -3% | -$240K | 1.68% | 29 |
|
|
2016
Q1 | $7.38M | Sell |
124,544
-18,727
| -13% | -$1.11M | 1.65% | 29 |
|
|
2015
Q4 | $9.46M | Sell |
143,271
-2,465
| -2% | -$163K | 1.87% | 23 |
|
|
2015
Q3 | $8.89M | Sell |
145,736
-2,608
| -2% | -$159K | 1.76% | 26 |
|
|
2015
Q2 | $10.1M | Sell |
148,344
-4,179
| -3% | -$283K | 1.73% | 27 |
|
|
2015
Q1 | $9.24M | Sell |
152,523
-7,685
| -5% | -$466K | 1.55% | 33 |
|
|
2014
Q4 | $10M | Sell |
160,208
-6,051
| -4% | -$379K | 1.64% | 30 |
|
|
2014
Q3 | $10M | Sell |
166,259
-645
| -0.4% | -$38.9K | 1.78% | 26 |
|
|
2014
Q2 | $9.62M | Buy |
166,904
+675
| +0.4% | +$38.9K | 1.59% | 34 |
|
|
2014
Q1 | $10.1M | Sell |
166,229
-1,148
| -0.7% | -$69.7K | 1.75% | 28 |
|
|
2013
Q4 | $9.79M | Sell |
167,377
-2,485
| -1% | -$145K | 1.75% | 29 |
|
|
2013
Q3 | $8.78M | Sell |
169,862
-6,475
| -4% | -$335K | 1.67% | 37 |
|
|
2013
Q2 | $9.31M | Buy |
+176,337
| New | +$9.31M | 1.85% | 23 |
|